Wal (WMT) Holder Comgest Global Investors Sas Upped Its Position by $15.72 Million; Sfe Investment Counsel Raised Its Johnson & Johnson (JNJ) Stake

April 23, 2018 - By Vivian Park

Walmart Inc. (NYSE:WMT) Logo

Comgest Global Investors Sas increased its stake in Wal (WMT) by 20.41% based on its latest 2017Q4 regulatory filing with the SEC. Comgest Global Investors Sas bought 160,400 shares as the company’s stock declined 12.38% with the market. The institutional investor held 946,300 shares of the consumer services company at the end of 2017Q4, valued at $93.45 million, up from 785,900 at the end of the previous reported quarter. Comgest Global Investors Sas who had been investing in Wal for a number of months, seems to be bullish on the $253.92 billion market cap company. The stock decreased 1.06% or $0.925 during the last trading session, reaching $86.055. About 4.55 million shares traded. Walmart Inc. (NYSE:WMT) has risen 23.53% since April 23, 2017 and is uptrending. It has outperformed by 11.98% the S&P500.

Sfe Investment Counsel increased its stake in Johnson & Johnson (JNJ) by 20.7% based on its latest 2017Q4 regulatory filing with the SEC. Sfe Investment Counsel bought 3,815 shares as the company’s stock declined 9.21% with the market. The institutional investor held 22,246 shares of the major pharmaceuticals company at the end of 2017Q4, valued at $3.11 million, up from 18,431 at the end of the previous reported quarter. Sfe Investment Counsel who had been investing in Johnson & Johnson for a number of months, seems to be bullish on the $340.11B market cap company. The stock increased 0.10% or $0.12 during the last trading session, reaching $126.78. About 5.05 million shares traded. Johnson & Johnson (NYSE:JNJ) has risen 1.12% since April 23, 2017 and is uptrending. It has underperformed by 10.43% the S&P500.

Investors sentiment decreased to 0.99 in 2017 Q4. Its down 0.03, from 1.02 in 2017Q3. It dived, as 68 investors sold WMT shares while 541 reduced holdings. 165 funds opened positions while 435 raised stakes. 865.70 million shares or 1.77% less from 881.34 million shares in 2017Q3 were reported. Tru Investment reported 16,140 shares. Pzena Invest Mgmt Ltd Liability Corp holds 5.05M shares. Wheatland Advsrs Incorporated stated it has 12,391 shares. Howe & Rusling Inc holds 0% or 259 shares. British Columbia Invest Management Corporation has invested 0.46% of its portfolio in Walmart Inc. (NYSE:WMT). Spirit Of America Mngmt, New York-based fund reported 7,174 shares. Opus Invest Mgmt Inc invested in 0.83% or 47,000 shares. Cognios Cap Limited Liability Company holds 40,911 shares. Mondrian Ptnrs Ltd accumulated 821 shares or 0% of the stock. Highstreet Asset Mgmt Incorporated stated it has 0.32% in Walmart Inc. (NYSE:WMT). Parkside Bancorporation & invested in 0.47% or 13,150 shares. Moreover, Ledyard Commercial Bank has 0.25% invested in Walmart Inc. (NYSE:WMT). Thrivent Financial For Lutherans accumulated 1.13 million shares. Stone Ridge Asset Mgmt Ltd Liability has 1.15% invested in Walmart Inc. (NYSE:WMT). Commonwealth Retail Bank Of Aus reported 656,273 shares.

Since December 11, 2017, it had 0 insider purchases, and 1 sale for $200,291 activity.

Comgest Global Investors Sas, which manages about $4.60B US Long portfolio, decreased its stake in Omnicom Group Inc (NYSE:OMC) by 5,300 shares to 120,600 shares, valued at $8.78 million in 2017Q4, according to the filing. It also reduced its holding in Ecolab Inc (NYSE:ECL) by 5,700 shares in the quarter, leaving it with 115,200 shares, and cut its stake in Intuit (NASDAQ:INTU).

Among 38 analysts covering Wal-Mart Stores Inc (NYSE:WMT), 17 have Buy rating, 0 Sell and 21 Hold. Therefore 45% are positive. Wal-Mart Stores Inc had 154 analyst reports since August 14, 2015 according to SRatingsIntel. The firm has “Neutral” rating by Goldman Sachs given on Wednesday, April 6. The stock of Walmart Inc. (NYSE:WMT) earned “Hold” rating by TheStreet on Friday, September 18. Morgan Stanley maintained it with “Equal-Weight” rating and $67 target in Thursday, May 19 report. The stock of Walmart Inc. (NYSE:WMT) has “Underperform” rating given on Saturday, August 22 by Wolfe Research. The firm earned “Buy” rating on Friday, August 18 by Jefferies. Robert W. Baird maintained Walmart Inc. (NYSE:WMT) on Tuesday, January 2 with “Buy” rating. The firm has “Neutral” rating given on Friday, May 20 by Citigroup. Jefferies upgraded Walmart Inc. (NYSE:WMT) on Monday, June 6 to “Buy” rating. The stock of Walmart Inc. (NYSE:WMT) earned “Positive” rating by Susquehanna on Friday, February 10. The stock has “Neutral” rating by UBS on Wednesday, February 21.

Sfe Investment Counsel, which manages about $321.20 million and $247.65 million US Long portfolio, decreased its stake in General Electric Co (NYSE:GE) by 78,746 shares to 104,823 shares, valued at $1.83 million in 2017Q4, according to the filing. It also reduced its holding in Wells Fargo Co New (NYSE:WFC) by 15,590 shares in the quarter, leaving it with 72,297 shares, and cut its stake in Mesabi Tr (NYSE:MSB).

Among 23 analysts covering Johnson & Johnson (NYSE:JNJ), 11 have Buy rating, 5 Sell and 7 Hold. Therefore 48% are positive. Johnson & Johnson had 100 analyst reports since August 7, 2015 according to SRatingsIntel. As per Monday, May 15, the company rating was upgraded by JP Morgan. Argus Research upgraded the stock to “Buy” rating in Wednesday, July 20 report. The firm earned “Sell” rating on Tuesday, January 23 by BTIG Research. Cowen & Co maintained Johnson & Johnson (NYSE:JNJ) on Friday, October 6 with “Buy” rating. Jefferies maintained the stock with “Hold” rating in Tuesday, September 13 report. The rating was maintained by RBC Capital Markets on Wednesday, October 18 with “Buy”. As per Wednesday, April 20, the company rating was maintained by Argus Research. Jefferies maintained the stock with “Hold” rating in Tuesday, June 14 report. Barclays Capital downgraded the stock to “Equal-Weight” rating in Tuesday, November 29 report. The rating was maintained by RBC Capital Markets with “Buy” on Friday, September 22.

Investors sentiment increased to 0.87 in Q4 2017. Its up 0.04, from 0.83 in 2017Q3. It improved, as 35 investors sold JNJ shares while 884 reduced holdings. 143 funds opened positions while 654 raised stakes. 1.72 billion shares or 0.40% more from 1.71 billion shares in 2017Q3 were reported. Cypress Capital Mgmt Lc (Wy) reported 0.72% in Johnson & Johnson (NYSE:JNJ). Cullen Frost Bankers invested in 0.87% or 197,732 shares. Inspirion Wealth Lc has 2,200 shares. Vident Investment Advisory Llc holds 0.06% in Johnson & Johnson (NYSE:JNJ) or 9,528 shares. Eastern Comml Bank holds 1.69% in Johnson & Johnson (NYSE:JNJ) or 180,307 shares. Blackrock Incorporated reported 167.54 million shares. Gabelli Funds Ltd Liability Co holds 0.32% in Johnson & Johnson (NYSE:JNJ) or 392,600 shares. Hemenway Tru Limited Liability Company holds 124,798 shares or 3.32% of its portfolio. Rice Hall James & Ltd Limited Liability Company holds 0.17% or 30,983 shares in its portfolio. Investec Asset Management North America accumulated 38,037 shares or 0.84% of the stock. Hendley & reported 59,939 shares. California State Teachers Retirement Systems holds 1.45% or 5.04M shares in its portfolio. Moreover, Telemus Capital Ltd Liability has 0.35% invested in Johnson & Johnson (NYSE:JNJ). Bradley Foster And Sargent Ct invested in 416,168 shares or 2.11% of the stock. 5,425 are owned by London Of Virginia.

Since February 15, 2018, it had 0 insider purchases, and 1 sale for $20.17 million activity.

Walmart Inc. (NYSE:WMT) Institutional Positions Chart

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